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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
551
IQ EQ Fund Management
Ireland
$1.44M -$125K -880 -9%
HAG
552
HighPoint Advisor Group
Illinois
$1.44M -$391K -2,747 -22%
AACA
553
American Assets Capital Advisers
California
$1.43M -$135K -950 -9%
AWA
554
Arkadios Wealth Advisors
Georgia
$1.42M +$402K +2,819 +44%
SCTC
555
Sanibel Captiva Trust Company
Florida
$1.4M -$101K -709 -7%
BS
556
Banco Santander
Spain
$1.39M +$28.8K +202 +2%
TWM
557
Trueblood Wealth Management
Ohio
$1.39M +$142 +1 +0%
SPC
558
Sigma Planning Corp
Michigan
$1.38M +$387K +2,715 +43%
BP
559
Ballentine Partners
Massachusetts
$1.37M +$428K +3,004 +51%
TC
560
TownSquare Capital
Utah
$1.37M +$324K +2,275 +34%
SC
561
Scotia Capital
Ontario, Canada
$1.35M +$1.26M +8,822 New
HI
562
Horizon Investments
North Carolina
$1.35M +$120K +840 +11%
PI
563
PFG Investments
New York
$1.34M -$190K -1,336 -13%
WLG
564
Williamson Legacy Group
Indiana
$1.31M +$306K +2,147 +33%
TL
565
Tradewinds LLC
North Carolina
$1.31M -$14.1K -99 -1%
MFIM
566
Mesirow Financial Investment Management
Illinois
$1.31M +$606K +4,256 +99%
CA
567
Cullinan Associates
Kentucky
$1.3M -$720K -5,052 -37%
SCM
568
Schnieders Capital Management
California
$1.29M -$42.7K -300 -3%
OIAM
569
OFI Invest Asset Management
France
$1.29M -$126K -887 -9%
PWMG
570
Prestige Wealth Management Group
New Jersey
$1.27M +$42.3K +297 +4%
PWMA
571
Pension & Wealth Management Advisors
Massachusetts
$1.25M +$4.99K +35 +0.4%
PA
572
Profund Advisors
Maryland
$1.25M -$197K -1,380 -14%
AUB
573
Atlantic Union Bankshares
Virginia
$1.25M +$22.7K +159 +2%
WC
574
Waterloo Capital
Texas
$1.22M +$88.5K +621 +8%
AA
575
Ancora Advisors
Ohio
$1.21M +$6.41K +45 +0.6%
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